Advisor Access

Effortlessly manage all your clients' ADP retirement plans in one place with day-to-day oversight.

Explore our portal designed exclusively for financial advisors.

Manage your retirement book of business with ease

The ADP Advisor Access portal can help financial advisors like you save time, minimize administrative tasks and better serve your retirement plan clients. It provides critical retirement plan data and insightful details about your ADP book of business, making it possible to create new opportunities and add more value than ever before.

Deepen client relationships and run a stronger practice

With Advisor Access, you can easily access the information you need to make better decisions about your clients, their retirement plans and their business.

Connect to insights and data at your fingertips

Advisor Access provides a holistic view of all the plans that make up your ADP book of business so you can serve your clients at a glance. From the portal’s dashboard, you can quickly see important aggregate metrics, such as:

  • Total assets
  • Number of total plans
  • Participant average contribution rate
  • Asset allocation
  • Key feature adoption (i.e., auto enrollment, 3(16) services, Roth and more)

Leverage analytics to capitalize on your value proposition

Advisor Access offers in-depth insights that can help your clients maximize plan participation and maintain compliance. The portal’s three distinct viewpoints include:

  • Book of business – displays each plan you manage and its balances, participation rates, year-end compliance test results and 5500 filing status
  • Plan level – provides a deeper look into specific plan data, like key statistics, adopted plan features, plan investments and compliance status
  • All investments – offers a thorough view of plan investment lineups, from balances by individual funds to expense ratios

This screen is representative of website features and is not meant to reflect any specific investments or customer account.

Achieve more success with less effort

Whether you’re advising five retirement plan clients or 50, Advisor Access helps you accomplish more in less time and with fewer resources by leveraging the power of ADP’s leading-edge technology and innovation. Our enhanced functionality provides a bird’s eye view of your plans, allowing you to effortlessly:

  • Keep track of important compliance and administrative tasks
  • Monitor investments and identify areas for improving overall plan health
  • Generate standard and custom reports

Experience Advisor Access for yourself

Dashboard

Dashboard

Book of Business

Book of Business

Plan Health Dashboard and Monthly Report

Plan Health Dashboard and Monthly Report

Compliance Status

Compliance Status

Plan Features and Services

Plan Features and Services

Plans in Setup

Plans in Setup

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Let's find the perfect retirement solution for your clients.

Your privacy is assured.

Unless otherwise disclosed or agreed to in writing with a client, ADP, Inc. and its affiliates (ADP) do not endorse or recommend specific investment companies or products, financial advisors or service providers; engage or compensate any financial advisor or firm for the provision of advice; offer financial, investment, tax or legal advice or management services; or serve in a fiduciary capacity with respect to retirement plans.

Investment options in the “ADP Direct Products” are available through either ADP Broker-Dealer, Inc. (ADP BD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07068 or (in the case of certain investments) ADP, Inc. Only licensed representatives of ADP BD or, in the case of certain products, of a broker-dealer firm that has executed a marketing agreement with ADP, Inc. may offer and sell ADP retirement products or speak to retirement plan features and/or investment options available in any ADP retirement product and only associated persons of ADP Strategic Plan Services, LLC (SPS) may speak to any investment management or advisory services provided by SPS or any third party in connection with such ADP retirement products. SPS is an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or services.

Nothing in these materials is intended to be, nor should be construed as, advice or a recommendation for a particular situation or plan. ADPRS-20210716-2281